Skip to content
Log inSign up
Leap CRM logoLeap CRM logo
Richards Building Supply CRM logoRichards Building Supply CRM logo
Leap CRM logoLeap CRM logo
Richards Building Supply CRM logoRichards Building Supply CRM logo

Leap CRM + Richards Building Supply CRM

Leap CRM + Richards Building Supply CRM

Leap CRM + Richards Building Supply CRM integrations

Create new contacts and projects in Richards Building Supply CRM from new leads in Leap CRM

Easily streamline your lead management process with this workflow. When a new lead is added in Leap CRM, it will create a corresponding contact and project in Richards Building Supply CRM in real time. This efficient process not only saves valuable time but also ensures all lead information is immediately available across your systems, enhancing your customer service and project management efforts.

  1. When this happens...
    New Lead
    New Lead
    New LeadNew Lead from JobProgress
    TriggerPolling
  2. automatically do this!
    Create Contact and Project
    Create Contact and Project
    Create Contact and ProjectThis creates a contact and a project that the contact will be connected to.
    ActionWrite
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Leap CRM and Richards Building Supply CRM

Discover other triggers and actions you can use with Leap CRM and Richards Building Supply CRM

  • Leap CRM triggers, actions, and search
    New Customer

    New Customer from jobprogress

    Trigger
    Polling
    Try It
    • Lead Id
    • Job Id / Job Number (8888-9999-01)
    • Documents List
      Required
    Action
    Write
    • Lead Id
      Required
    • Value
    • Latitude
    • Longitude
    • Address
    • City
    • House Number
    • Street
    • Zip Code
    • State
    • Country
    • Company
    • Documents List
    • First Name
      Required
    • Last Name
    • Email
      Required
    • Phone
    • Salesman / Customer Rep
    • Job Rep / Estimator
    • Job Description
    • Referral
    • Canvasser Type
    • Canvasser Value
    Action
    Write
    • Contact's First Name
      Required
    • Contact's Last Name
      Required
    • Contact's Email
    • Contact's Phone Number
      Required
    • Contact's Address
    • Project Address
    • Project Budget
    • Project Stage
    • Project Start Date
    • Project End Date
    • Best time to contact?
    • Zapier Source
    • Invite to pre-qualify for financing?
      Required
    Action
    Write
  • Leap CRM triggers, actions, and search
    New Lead

    New Lead from JobProgress

    Trigger
    Polling
    Try It
    • ID
      Required
    • First Name
      Required
    • Last Name
    • Phone
      Required
    • Email
      Required
    • Company Name
    • Address
    • City
    • State
    • Zip Code
    • Country
    • Canvasser Type
    • Canvasser Value
    Action
    Write
    • Lead Id
      Required
    • Value
    • Latitude
    • Longitude
    • Address
    • City
    • House Number
    • Street
    • Zip Code
    • State
    • Country
    • Company
    • Documents List
    • First Name
      Required
    • Last Name
    • Email
      Required
    • Phone
    • Canvasser Type
    • Canvasser Value
    Action
    Write
leap-crm logo
leap-crm logo
About Leap CRM
Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
richards-crm logo
richards-crm logo
About Richards Building Supply CRM
Richards Building Supply CRM is a CRM application designed specifically for residential exterior remodeling and builder contractors.
HelpHelp
Related categories
CRM (Customer Relationship Management)